Personal Lines Underwriter

Personal Lines Underwriter

Mont Blanc Financial Services, a leading Insurance Brokerage in Bedfordview has an opportunity for experienced Personal Lines Underwriters to join their dynamic team due to their department expansion.

Your Task Will Be

The personal lines underwriter will be responsible for the full underwriting function for domestic policies.

The applicant needs to be able to underwrite a policy from the beginning to end of the process, including renewals, screening, endorsements, rating and handling of account queries.

  • Process quotes, new business, amendments and client queries
  • Processing Corrective action
  • Cancellations
  • Action Renewals
  • Endorsements
Relationship Management:
  • Build and maintain internal and external relationships which includes insurers and clients
  • Provide ongoing service and support to your client base
  • Attend to the personal tasks assigned by the Brokers for whom you work on a daily basis. These tasks will include duties such as running the Brokers daily diary, making, confirming and rescheduling meetings and appointments and taking messages
  • Ensuring that the Brokers clients’ Salesforce and Drive folders are kept up to date
  • Arrange travel details for Brokers from time to time
  • Communication with the Insurer on any policy amendments as per the Broker’s instruction
  • Preparation of presentations, quotations and client portfolio packs
  • Assisting the Brokers in compiling reports and schedules
We need you to have
  1. A minimum of 1 year personal lines underwriting or short term insurance experience
  2. RE and Fais will be beneficial (Depending on Date of First Appointment)
  3. Valid SA ID
  4. Matric
We will be made exceptionally happy if...
  1. You have proven success in the short term insurance industry
  2. You have your full insurance qualification (RE and Fais credits)
What you get in return
  1. Awesome working environment
  2. Best Italian Coffee in town
  3. Onsite Gym
  1. Unlimited earning potential
  2. Provident fund contribution
  3. Medical Aid Contribution
Apply Today!

I hereby give my consent to Mont Blanc Financial Services to process and handle my personal data given in the application form and in my CV for the purpose of preparing the recruitment process.